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 Hard to prove a negative, that is, that a person died without a will.  Thus, must perform due diligence to locate the will.

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Presentation on theme: " Hard to prove a negative, that is, that a person died without a will.  Thus, must perform due diligence to locate the will."— Presentation transcript:

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2  Hard to prove a negative, that is, that a person died without a will.  Thus, must perform due diligence to locate the will.

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4  Procedures in:  Probate Code §§ 36B-36F  Estates Code Chapter 151  Without court order  With court order

5  Without Court Order  Discretionary with bank

6  Without Court Order  Persons who may ask: ▪ Spouse ▪ Parent ▪ Adult descendant ▪ Named executor who can prove it with a copy of will

7  Without Court Order  Delivery of found documents: ▪ Will = clerk of court with jurisdiction and venue, or named executor ▪ Burial plot deed or burial instructions = person inspecting ▪ Life insurance policy = any named beneficiary

8  With Court Order  Court designates person who may inspect  Examination occurs in presence of this person AND the judge or the judge’s agent

9  With Court Order  Delivery of found documents ▪ Will = clerk of court with jurisdiction in same county as ordering judge ▪ Burial plot deed = person designated in court order ▪ Life insurance policy = any named beneficiary

10  Duty of Custodian  PC § 75  EC §§ 252.201-252.204

11  Duty of Custodian  No duty to probate will

12  Duty of Custodian  No duty to probate will  Duty to deliver to court with jurisdiction

13  Duty of Custodian  No duty to probate will  Duty to deliver to court with jurisdiction  If failure to deliver, may be arrested and imprisoned until person delivers and is liable for damages.

14  All counties where decedent lived  PC § 71  EC §§ 252.001-252.153


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